Original filing (PDF)20251008213033NAL0003549891001

JOSEPH L. BOLES, JR. ATTORNEY AT LAW

Name: JOSEPH L. BOLES, JR. ATTORNEY AT LAW — JOSEPH L. BOLES, JR. ATTORNEY AT LAW 401(K) PLAN, Form 5500 (2024)
Creator: JOSEPH L. BOLES, JR. ATTORNEY AT LAW

Form 5500-SF

FILING_RECEIVED

JOSEPH L. BOLES, JR. ATTORNEY AT LAW 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$44K

Net assets (EOY)

$44K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOSEPH L. BOLES, JR. ATTORNEY AT LAW.

Plan sponsor

Name

JOSEPH L. BOLES, JR. ATTORNEY AT LAW

EIN

59-3004706all filings

Address

19 RIBERIA STREET · ST. AUGUSTINE, FL · 32084

Phone

(904) 824-4278

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator